A complete list of active advisors currently associated with Alturas Wealth Management, LLC

Warmer can help you find a great advisor at Alturas Wealth Management, LLC or one who fits your needs even better.

Alturas Wealth Management provides discretionary asset management and financial planning to individual and high‑net‑worth clients, constructing portfolios that may include individual stocks, bonds, ETFs, and mutual funds, along with retirement, tax, and legacy planning services. The firm generally charges asset‑based advisory fees for portfolio management and offers hourly financial planning and consulting engagements. Portfolios are created to match each client’s stated objectives and risk tolerance, with the firm employing fundamental, technical, charting and cyclical analysis and performing regular monitoring and periodic rebalancing. Account reviews are conducted at least quarterly and the firm executes trades through a designated custodian while seeking best execution on behalf of clients. Alturas operates an affiliated CPA practice and its principals spend a substantial portion of their time providing tax and accounting services through that affiliated firm; those services may be offered to advisory clients and are disclosed as a potential conflict of interest the firm seeks to mitigate. The combination of an integrated CPA practice with a small advisory team managing roughly $47 million in discretionary assets is a distinguishing feature relative to many peers that do not maintain in‑house accounting services.

To learn more about the advisors currently working at Alturas Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.